How to Create an Account

Introduction #

Managing accounts is a fundamental task in accounting. This article provides a detailed guide on how to create an account in the Cosmic ERP Accounting System, allowing you to manage your financial details efficiently.

Prerequisites #

There are no specific prerequisites for creating an account.

Steps to Create an Account #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Accounting System
   • Once logged in, locate and click on the Accounting System from the main menu.
3. Access Banking
   • In the Accounting System, click on the ‘Banking’ option.
4. Open Account Management
   • Click on the ‘Account’ option.
5. Create a New Account
   • Click on the ‘create’ button (represented by a ‘+’ icon) to start adding a new account.
6. Enter Account Details
   • Account: Select the type of account.
   • Bank Holder Name: Enter the name of the bank account holder.
   • Bank Name: Enter the name of the bank.
   • Account Number: Enter the bank account number.
   • Opening Balance: Enter the opening balance of the account.
   • Contact Number: Enter the contact number associated with the bank account.
   • Bank Address: Enter the address of the bank.
7. Create Account
   • Once all information is entered, click on the ‘create’ button to save the new account.

Conclusion #

Creating an account in the Cosmic ERP Accounting System helps in organizing and managing your financial information effectively. By following these steps, you can easily set up and maintain account details.